JCAM
Jericho Capital Asset Management’s Trade Desk TTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $157M | Buy |
2,183,000
+602,000
| +38% | +$43.3M | 2.09% | 20 |
|
|
2025
Q1 | $86.5M | Buy |
1,581,000
+243,000
| +18% | +$13.3M | 1.57% | 21 |
|
|
2024
Q4 | $157M | Hold |
1,338,000
| – | – | 2.25% | 16 |
|
|
2024
Q3 | $147M | Sell |
1,338,000
-1,081,355
| -45% | -$119M | 3.54% | 12 |
|
|
2024
Q2 | $236M | Hold |
2,419,355
| – | – | 7.11% | 5 |
|
|
2024
Q1 | $212M | Buy |
2,419,355
+100,000
| +4% | +$8.74M | 5.64% | 7 |
|
|
2023
Q4 | $167M | Buy |
+2,319,355
| New | +$167M | 5.11% | 7 |
|
|
2022
Q4 | – | Sell |
-1,173,006
| Closed | -$70.1M | – | 29 |
|
|
2022
Q3 | $70.1M | Buy |
+1,173,006
| New | +$70.1M | 4.45% | 8 |
|
|
2019
Q2 | – | Sell |
-178,000
| Closed | -$35.2M | – | 36 |
|
|
2019
Q1 | $35.2M | Buy |
+178,000
| New | +$35.2M | 1.59% | 25 |
|